+200.0%
ABBV vs WELL
+226.0%
-25.9%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.5% |
| 7D | +1.5% | +3.5% | -1.9% | +0.7% |
| 30D | +6.7% | +9.7% | -3.0% | +4.3% |
| 3M | +19.9% | +4.8% | +15.1% | +18.4% |
| 6M | +47.5% | +16.1% | +31.4% | +42.0% |
| YTD | +32.2% | +34.7% | -2.5% | +23.1% |
| 1Y | +37.8% | +31.9% | +5.9% | +28.8% |
| 3Y | +134.8% | +209.9% | -75.1% | +88.0% |
| All | +200.0% | +226.0% | -25.9% | +144.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WELL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling